LSA

L & S Advisors Portfolio holdings

AUM $1.01B
1-Year Est. Return 38.96%
This Quarter Est. Return
1 Year Est. Return
+38.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$927M
AUM Growth
+$1.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Top Buys

1
+$8.86M
2
+$7.98M
3
+$7.69M
4
ABT icon
Abbott
ABT
+$7.67M
5
QCOM icon
Qualcomm
QCOM
+$7.13M

Top Sells

1
+$8.01M
2
+$7.09M
3
+$6.58M
4
PG icon
Procter & Gamble
PG
+$5.93M
5
PANW icon
Palo Alto Networks
PANW
+$5.86M

Sector Composition

1 Technology 22.69%
2 Healthcare 12.34%
3 Industrials 10.64%
4 Consumer Discretionary 9.5%
5 Real Estate 6.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.43M 0.91%
24,164
+17,468
27
$8.42M 0.91%
23,443
+52
28
$8.3M 0.9%
21,700
-5,227
29
$8.16M 0.88%
35,820
+27,653
30
$7.88M 0.85%
22,979
+1,288
31
$7.42M 0.8%
28,703
+102
32
$7.13M 0.77%
+38,960
33
$7.11M 0.77%
20,184
+1,575
34
$6.79M 0.73%
47,215
-2,236
35
$6.69M 0.72%
10,304
-4,917
36
$6.61M 0.71%
104,357
+51,193
37
$6.55M 0.71%
41,362
-30,566
38
$6.38M 0.69%
107,786
+1,787
39
$6.26M 0.68%
25,932
+602
40
$6.22M 0.67%
35,792
+460
41
$6.08M 0.66%
+24,457
42
$5.94M 0.64%
133,551
-422
43
$5.85M 0.63%
42,478
-11,647
44
$5.84M 0.63%
32,135
+872
45
$5.82M 0.63%
36,412
-12,335
46
$5.78M 0.62%
+12,470
47
$5.72M 0.62%
33,098
-5,183
48
$5.71M 0.62%
146,237
+128,258
49
$5.69M 0.61%
118,053
+112,833
50
$5.68M 0.61%
34,692
+3,799
1
2
3 4 5